Managers of Wealth Americas

Citi poaches BofA banker for vice chair of tech investment banking

Ric Spencer was global co-head of technology investment banking in BofA.

Bank of America hired a new head of aerospace and defense banking from Deutsche Bank

As deal flow increases, Bank of America has hired a veteran of the field to take the lead.

Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager

She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.

Brown Rudnick litigation co-chairs launch New York boutique

Michael Bowe and Lauren Tabaksblat launch firm focused on impact litigation with team of 13

US Bank appoints new president of Affluent Wealth Management

In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA.

$7B RFG Advisory Hires Ed Swenson as President

The former head of RIA solutions at Osaic has landed at hybrid RIA platform RFG Advisory.

CIBC names Freeborn, Traboulsi to head global investment banking

Canadian Imperial Bank of Commerce appointed Mike Freeborn and Alfred Traboulsi co-heads of global corporate and investment banking.

Crédit Agricole CIB Appoints Natacha Gallou to Head the Americas

The position is effective October 1, 2025.

Mesirow appoints three new members to firm's Board of Directors

“We are delighted to welcome Jennifer, Mike, and Joe to the Board,” said Richard S. Price, Executive Chairman and CEO of Mesirow.

Americana Partners Expands Product Offering With New Houston Hire

Houston Firm Welcomes Franklin Ruben, Advisor Specializing in High Income Municipal Bonds

HSBC Appoints Victor Matarranz as Head of International Wealth and Premier Banking for Americas and Europe

Victor joins HSBC from Banco Santander where he spent 13 years in senior leadership roles in Madrid and London

Robert Melle Joins the Wealth Management Team at Peapack Private

Based at the firm's Park Avenue office in New York City, Robert joins a growing team of advisors focused on expanding the Bank's wealth management presence in Manhattan.

JPMorgan hired a new cybersecurity chief from Goldman Sachs' investment bank

Dr Stephen Johnson announced on LinkedIn that he is joining JPMorgan in New York as a managing director and a chief information security officer (CISO).

JPMorgan and Goldman Sachs are hiring again, but don't get too excited. Another hedge fund wants to pay less, act gentle

JPMorgan has also hired as many as 100 senior bankers in the last year, which is the most it’s added for some time.

$9B Chilton Trust Hires CEO From PNC Private Bank

Chilton Trust seeks to stabilize the head role by hiring wealth industry veteran Jennifer Lee after its former CEO stepped down over a year ago.

Brooke Dyer named J.P. Morgan Private Bank vice president

She has also served with U.S. Bancorp Investments and Wells Fargo Advisors.

JPMorgan expands mid-cap investment banking team with three hires

Rohan Juneja, Ryan Lake and Lauren Vitale will join a unit comprising more than 250 bankers.

Ocorian expands U.S. presence with New York senior leadership move

Yegor is a member of Ocorian’s Executive Committee and reports to Chief Executive Officer Chantal Free alongside fellow Global Co-Head Ben Hill, who is based in Guernsey.

David Waite joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor

David Waite’s focus is working with investors to create customized solutions for each individual client

UBS Adds Annick Iwanowski as Managing Director in Coral Gables

UBS Incorporates Annick Iwanowski Into Its Coral Gables International Branch as Managing Director

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